China equities outlook

China’s equity rebound has been hard to ignore. But the relevant questions for 2026 are: What drove the comeback, and what can sustain it?

Join the China experts Bin Shi and Raymond Ma for a panel discussion on China’s evolving market dynamics and how UBS AM is positioning for the next phase.

China Equities – Outlook, dynamics and positioning

• China macro outlook and the impact of the current geopolitical environment 
• From valuation to fundamentals: 
  • Where are we after last year’s strong rebound?
  • How should investors think about opportunities and risk within China’s AI ecosystem?
  • Bottom-up is key in China equities. How we are adjusting exposures?
• Portfolio positioning: How we are navigating this dynamic environment?  

Live Q&A with our China experts